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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: davesd who wrote (9185)10/22/1997 3:47:00 PM
From: LemurHouse  Read Replies (2) | Respond to of 70976
 
Dave, what specific numbers do you have to support your belief that there is sufficient fab capacity to satisfy demand in 98 and 99? I've read that taken worldwide, fabs are producing at around 90% capacity. Granted, we also have a DRAM glut, but if the 90% figure is true then there's not much room for growth without more fabs.

Thanks.

Andy



To: davesd who wrote (9185)10/22/1997 4:01:00 PM
From: Jeff Mills  Read Replies (2) | Respond to of 70976
 
The tape sure does look poor on AMAT and INTC lately. Lots of sellers/shorts pegging these two stocks. They seem to open slighlty higher, and then close on the low tick of the day. One thing is for sure, the market has been in no real rush to move AMAT back up into the $45 range. Alot of shares have crossed with really no bounce from $41.


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